See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $44,951 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,520 | $31,741-13.3% | $56,411-51.2% | $199,593-86.2% |
| Participation rate | 8.8% | 32.3%-23.5pp | 52.5%-43.7pp | 72.0%-63.2pp |
| Annual return | 12.53% | 14.72%-2.2pp | 1701.33%-1688.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $180 | $508-64.5% | $1,039-82.6% | $3,034-94.1% |
| Participant deferral / active EE | $259 | $1,184-78.1% | $1,952-86.7% | $5,087-94.9% |
| Admin fee / account holder | $202 | $426-52.7% | $2,829-92.9% | $269-24.9% |